Customer Experience Champion - Castletroy

PTSB; Limerick; On-site; EUR 28,000 - 40,000; Full time

Job summary

PTSB seeks a Branch Customer Experience Champion in Castletroy, Limerick. You will support daily branch operations, deliver excellent customer service, and promote financial products through omni-channel activities.

You will handle queries professionally, contribute to sales from qualified leads, and participate in promotional campaigns while aligning with the bank's customer segmentation strategy.

Qualifications

• QFA or APA in Loans and/or Savings & Investments with up-to-date CPD hours for relevant CPD years.
• If no APA, must commit to qualifying within 2 years to achieve APA in both Loans and S&I.

Responsibilities

• Support in the day to day operation of customer service within the branch.
• Provide excellent level of customer service and advise customers throughout their product/financial needs journey, both over the phone and face to face.
• Take ownership and deal with customer queries in a professional and compliant manner.
• Generate and execute sales from lead to fulfilment in accordance with omni-channel ethos and activity management system.
• Assist with sales campaigns including post sales fulfilment, administration and follow up tasks.

Skills

Customer service

Sales skills

Collaboration

Omni-Channel experience

Education

QFA or APA in Loans and/or Savings & Investments

Ordinary Leaving Certificate (5 subjects)

Job description

PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.

As a Branch Customer Experience Champion, you will work collaboratively with your team and Branch Lead to support the efficient delivery of business objectives and the day to day branch operations in a compliant manner. You will actively develop your skills through participation in our Collaborative Customer Conversations program whilst ensuring you meet the needs of our customers through promotion of our Omni-Channel approach. You will become familiar with the Banks Customer Segmentation Strategy and take part in `in branch' and localised promotional activities within the territory to identify new business opportunities to increase new customer acquisition whilst maintaining positive relationships with existing customers.

Responsibilities

• Support in the day to day operation of customer service within the branch.
• Provide an excellent level of customer service and advise our customers throughout their product /financial needs journey, further improving the customer experience with both over the phone and face to face interactions.
• Take ownership and deal with customer queries in an effective, professional and compliant manner.
• Generate and execute sales from lead (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system.
• Assist with sales campaigns including post sales fulfilment, administration and follow up tasks.

Requirements

Essential

• QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I.
• If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience.

Desired

• Excellent knowledge of all retail finance product, processes and procedures
• Significant experience in financial services

This is a 24-month fixed term contract, based in Castletroy, Limerick.

Is this you?

The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.